AI-related debt is now over 15% of the U.S. investment grade bond universe and responsible for multiple $10+ billion private placements, and that’s not even taking into account associated sectors. Here’s where we see potential— and pitfalls—for fixed income portfolios.
As tech companies prioritize securing reliable electricity, there is a growing convergence between data center and power projects—and an exceptional opportunity for private capital.
Policy uncertainty, federal funding cuts, and volatile markets have spurred many investment boards to fixate on liquidity. Take courage: You can sell out of private credit positions—and not just to secondaries funds.